Kurv High Income ETF

Specifications for AMD's future Zen6 desktop processor 'Medusa Ridge' have reportedly been leaked

AMD partner, Suzhou Tongfu Super-Wei Semiconductor, maintained production during Lunar New Year to meet strong orders

Nvidia CEO teases 'never-before-seen' new chip, potentially creating competitive pressure for AMD

DigitalOcean Launches New Droplets With AMD Instinct MI350X GPU

Murata Manufacturing considers raising prices for high-end MLCCs used in AI accelerators due to surging demand from AI data centers

Institutional investor CenterBook Partners LP acquires a new position in Intel stock.

Nvidia CEO Jensen Huang teases an "unprecedented" major announcement

AMD will participate in the Morgan Stanley Technology, Media & Telecom Conference.

AI Boom Causes Shift in Memory Production, Potentially Impacting Consumer Electronics

US tech stocks generally rise, but Intel shares fall slightly

Community blind test shows Nvidia's DLSS 4.5 has superior image quality to AMD's FSR 4

Market analysis is bullish on glass substrate technology for 2026, naming Intel a core company for the first year of mass production.

Vanguard S&P 500 Value Index Fund Increases Stake in Intel

Intel Core Ultra 5 250K Plus engineering sample benchmarks leaked

Intel Introduces New LGA 1954 Socket for Next-Generation Processors

Vistra to Release FY2025 Q4 Earnings on February 26, 2026 Pre-Market EST, Forecast Revenue USD 5.8 B, EPS USD 2.3131

Researcher says Nvidia's expanded partnership with Meta could be detrimental to Intel

Intel Stock Slips on New Concerns Over Nvidia/Meta Partnership

South Korea's National Pension Service Sells Intel in Q4 U.S. Stock Reshuffle

Nvidia invests $5 billion in manufacturing partnership with Intel

Knorex

Battalion Oil

Allied Gaming & ENT

Dermata Therapeutics

C3is

Remitly Global

Cardinal Infrastructure

Interactive Strength

Bandwidth

TalkSpace

URNM

BWXT

URNJ

601985

UUUU

Uranium bull1. Uranium sits at the intersection of energy security, decarbonization, and AI-driven power demand, a convergence reshaping global energy markets.2. Supply reliability is deteriorating just as reactor build-outs, life extensions, and SMRs expand long-term fuel requirements.

ZeroHedge

Global X Uranium

Nexgen Energy

Denison Mines

VanEck Uranium + Nuclear Energy ETF

Sprott Uranium Miners ETF

BWX Tech

Cameco

Sprott Junior Uranium Miners ETF

CNNP

Energy Fuels

No Substitute: Uranium At The Center Of The AI Power Shock

NVDQ

NVDX

NVDS

INTC

NVDL

NVDY

The US stock market is mixed, with tech giants like Nvidia and Intel facing declines due to supply chain concerns, while consumer defensive stocks, such as Walmart, show resilience. Investors are cautious about technology stocks amid volatility, leading to a flight to safety in consumer goods. Recommendations for investors include diversification, focusing on fundamentals, and balancing portfolios with defensive stocks to mitigate tech sector risks.

- The US stock market shows mixed results, with tech giants like Nvidia and Intel facing declines while consumer defensive stocks, particularly Walmart, experience gains.  
- Investor caution toward technology stocks is attributed to supply chain concerns and economic unpredictability, prompting a shift toward stability in the consumer sector.  
- Experts recommend diversification and a focus on long-term fundamentals to navigate current market volatility and leverage opportunities in resilient consumer defensive stocks.

Investinglive

T-Rex 2X Inverse NVIDIA Daily Target ETF

VanEck Retail ETF

T-Rex 2X Long NVIDIA Daily Target ETF

ProShares Ultra Consumer Staples

AXS 1.5X NVDA Bear Daily ETF

iShares US Consumer Staples ETF

Intel

GraniteShares 2x Long NVDA Daily ETF

Walmart

YieldMax NVDA Option Income Strategy ETF

NVIDIA

Tech giants falter while consumer defensive stocks rally

TSMG

TSMU

RSPT

SOXX

SOXL

The US and Taiwan have agreed to lower tariffs on Taiwanese imports, impacting Taiwan Semiconductor Manufacturing's (TSMC) export terms. TSMC is set to invest $100 billion in US semiconductor, energy, and AI sectors, aligning closely with US policies. The tariff reduction from 20% to 15% enhances TSMC's price competitiveness against rivals like Samsung and Intel. Analysts forecast TSMC's earnings to grow 17.47% annually, with a P/E ratio of 28.9x, below the industry average. Investors should monitor TSMC's US investment phase, revenue mix, and potential policy shifts affecting its operations.

- The US and Taiwan have agreed to lower tariffs on Taiwanese imports, impacting Taiwan Semiconductor Manufacturing's export terms.  
- Taiwan's government announced over US$250 billion in new investments in US semiconductor, energy, and AI sectors, enhancing TSMC's competitiveness in the US market.  
- Investors should monitor TSMC's US investments, potential execution risks, and how policy shifts may influence the company’s production and revenue dynamics.

Simplywall

Leverage Shares 2X Long TSM Daily ETF

GraniteShares 2x Long TSM Daily ETF

Invesco S&P 500 Equal Weight Tech ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

Samsung Electronics 

Direxion Daily TSM Bull 2X Shares

iShares Semiconductor ETF

GraniteShares 2x Long INTC Daily ETF

Direxion Semicon Bull 3X

Taiwan Semiconductor

Tariff Cuts And US Investments Reframe TSMC Growth And Valuation Story

VSTL

Vistra (NYSE:VST) has delivered a remarkable 36.69% annualized return over the past five years, resulting in an average annual return of 48.8%. With a current market capitalization of $57.64 billion, a $1000 investment in VST stock five years ago would now be worth $7,400. This highlights the significant impact of compounded returns on investment growth over time.

benzinga_article

ISHRS S&P Glb Utilities

Defiance Daily Target 2X Long VST ETF

Select Sect Spdr Util

Vistra

If You Invested $1000 In Vistra Stock 5 Years Ago, You Would Have This Much Today

AMUU

ESPO

Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal

businessinsider

Spdr Select Tech

Direxion Daily AMD Bull 2X Shares

VanEck Video Gaming and eSport ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long META Daily ETF

VG Info Tech

Global X Video Games & Esports ETF

Invesco PHLX Semiconductor ETF

Wedbush ETFMG Video Game Tech ETF

Meta Platforms

Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal

FTXL

Shares of Teradyne Inc. (TER) rose 3.04% to $314.82 on a strong trading day, outperforming competitors like Keysight Technologies (KEYS) and Fortive Corp. (FTV), which saw smaller gains. The S&P 500 Index increased by 0.56%, while the Dow Jones Industrial Average rose by 0.26%. Teradyne's stock remains 4.02% below its 52-week high of $327.99 reached on February 12th. Trading volume was 2.7 million, below the 50-day average of 3.3 million.

Dow Jones

First Trust Nasdaq Food & Semicon

iShares US Industrials

Teradyne

VG Industr

Invesco Semiconductors ETF

Teradyne Inc. Stock Outperforms Competitors On Strong Trading Day

UTSL

EMLP

Vistra Corp. (VST) shares fell 1.79% to $170.57 on Wednesday, ending an eight-day winning streak, despite a positive trading session for the overall market. The S&P 500 rose 0.56%, while the Dow Jones increased by 0.26%. Vistra's stock is currently 22.40% below its 52-week high of $219.82, reached on September 22nd. Competitors NextEra Energy, Southern Co., and American Electric Power also experienced declines in their stock prices.

Southern

Direxion Utility Bull 3X

American Electric Power

Nextera Energy

First Trust North American Energy Infra Fd

Vistra Corp. Stock Underperforms Wednesday When Compared To Competitors

QCOM

AVGW

NVDA

Intel Corp. shares fell 1.56% to $45.46 on Wednesday, marking the second consecutive day of losses, despite a positive trading session for the overall market. The stock is now 16.74% below its 52-week high of $54.60. In contrast, competitors like NVIDIA, Broadcom, and Qualcomm saw gains. Trading volume was significantly below the 50-day average.

- Intel Corp. (INTC) shares decreased by 1.56% to $45.46, marking the company's second consecutive day of losses.  
- The company's stock is currently 16.74% below its 52-week high of $54.60, which was reached on January 22nd, and it underperformed relative to competitors like NVIDIA, Broadcom, and Qualcomm.  
- Trading volume stood at 63 million, significantly below the 50-day average of 107 million.

Qualcomm

Roundhill AVGO WeeklyPay ETF

GraniteShares 2x Long QCOM Daily ETF

ISHRS S&P Glb It

First Trust Index NextG ETF

Leverage Shares 2X Long AVGO Daily ETF

Direxion Daily AVGO Bull 2X Shares

GraniteShares 2x Long AVGO Daily ETF

Defiance Daily Target 2X Long AVGO ETF

Direxion Daily QCOM Bull 2X Shares

Broadcom

Intel Corp. Stock Underperforms Wednesday When Compared To Competitors

04335

DTCR

588170

Intel's stock (NASDAQ: INTC) fell nearly 1.5% amid concerns over Nvidia's strengthened partnership with Meta Platforms, which may increase competition in the data center market. Nvidia's Grace CPUs are set for a large-scale deployment at Meta, raising worries about Intel's market position. Analysts currently rate INTC as a Hold, with a consensus of eight Buys, 21 Holds, and four Sells, suggesting a potential upside of 6.05% from the average price target of $48.21 per share after a significant rally in the past year.

- Intel (INTC) faces potential challenges as Nvidia (NVDA) strengthens its partnership with Meta Platforms (META), possibly indicating heightened competition in the data center sector.  
- Nvidia's introduction of its Grace CPUs in Meta's data centers signals a competitive edge over Intel, especially regarding power efficiency, which is increasingly vital for data centers.  
- Analysts maintain a Hold consensus on Intel stock, reflecting concerns amid a recent share price increase, with an average price target suggesting modest upside potential.

Tip Ranks

INTEL-T

Global X Data Center & Dgtl Infrs ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Intel Stock (NASDAQ:INTC) Slips on New Concerns Over Nvidia/Meta Partnership

RXRX

Nvidia sold its stakes in Applied Digital, Recursion Pharmaceuticals, and WeRide, leading to a decline in their stock prices. The AI chipmaker also acquired new stakes in Intel, Nokia, and Synopsys, indicating a shift in its investment strategy.

- Shares of Applied Digital, Recursion Pharmaceuticals, and WeRide declined after Nvidia's regulatory filing showed it sold its stakes in these companies during the fourth quarter.  
- Nvidia also acquired new stakes in Intel, Nokia, and Synopsys, indicating a strategic shift in its investment focus.  
- This change in Nvidia's portfolio highlights its evolving approach towards AI-related investments and may impact the market dynamics of the affected firms.

Recursion Pharmaceuticals

Applied Digital

Synopsys

WeRide

Nokia

Direxion Daily NVDA Bear 1X ETF

Tradr 2X Long APLD Daily ETF

Nvidia sold its stakes in these firms. The stocks are sliding.

Nvidia's expanded partnership with Meta Platforms marks a significant shift towards Arm-based CPUs in data centers, posing a threat to Intel's dominance in the CPU market. Richard Windsor of Radio Free Mobile describes the deal as an 'Intel killer,' highlighting the growing competition as Nvidia's Arm-based Grace CPUs are deployed in Meta's data centers. This move could lead to more deals with chip makers focusing on Arm-based processors, while Intel faces challenges in meeting demand due to its supply constraints. The shift may also benefit AMD if it introduces Arm-based CPUs for PCs and servers.

- Nvidia's deployment of Arm-based Grace CPUs in Meta's data centers marks a significant shift in the CPU market, increasing competition for Intel.  
- Richard Windsor from Radio Free Mobile highlights that this move could accelerate the adoption of Arm architecture, which has traditionally struggled in compatibility with existing systems.  
- As Meta plans substantial investments in technology, Nvidia's partnership could lead to more deals for Arm-based processors, potentially spelling trouble for Intel's dominance in the market.

Why Nvidia's deal with Meta is an 'Intel killer,' according to this analyst

Advantech (TWSE: 2395) will showcase its healthcare AI innovations at HIMSS 2026 in Las Vegas from March 9-12, 2026. The company will demonstrate AI-ready medical platforms that enhance real-time clinical intelligence and workflows. Collaborating with Intel and NVIDIA, Advantech will highlight medical-grade edge computing solutions designed for local data processing, reducing latency and ensuring compliance. Attendees can explore various healthcare solutions, including medical PCs and monitors, at Booth 3056, engaging with experts to learn about accelerating AI adoption in healthcare.

- Advantech will showcase its latest healthcare AI innovations at the HIMSS 2026 Global Health Conference in Las Vegas from March 9–12, 2026.  
- The event will feature live demonstrations of AI-ready medical platforms that support real-time clinical intelligence and efficient workflows, emphasizing the importance of edge computing in healthcare.  
- Visitors can explore Advantech's comprehensive healthcare solutions, including Medical PCs and Monitors, designed to enhance AI adoption and improve patient care efficiency.

prnewswire

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

13:04 ETAdvantech Highlights Real-Time Medical Edge AI at HIMSS 2026

SHPP

Today's whale activity in industrial stocks reveals significant trading opportunities. Notable transactions include bearish put options for VRT and BA, bullish put options for KTOS and DE, and neutral call options for XPO and BWXT. The report highlights the total trade prices, strike prices, and sentiments associated with each option, indicating potential market movements. Traders are advised to monitor these activities closely as they may influence future price fluctuations in the respective stocks.

Pacer Industrials and Logistics ETF

Vertiv

ISHRS S&P Glb Indus

Kratos Defense & Security

GraniteShares 2x Long VRT Daily ETF

Leverage Shares 2X Long BA Daily ETF

T-REX 2X Long KTOS Daily Target ETF

Spdr Select Indu

Deere

Boeing

Direxion Daily BA Bull 2X Shares

10 Industrials Stocks Whale Activity In Today's Session

Do Wall Street Analysts Like Vistra Stock?

Barchart Option

Do Wall Street Analysts Like Vistra Stock?

Bernstein has raised the price target for Howmet Aerospacefrom $247 to $280, indicating a potential upside of 10.9% from the stock's last close. The brokerage anticipates growth driven by demand for wide-body aircraft fasteners, next-gen engine blades, and the F-35 aftermarket. Bernstein also notes ongoing margin growth and a positive long-term outlook due to increasing commercial aircraft engine demand and benefits from gas turbines and defense sectors. HWM's stock gained 87.5% in 2025.

BUZZ-Bernstein raises Howmet Aerospace PT on potential margin upside

Kurv High Income ETF(KYLD.US)

No Substitute: Uranium At The Center Of The AI Power Shock

Tech giants falter while consumer defensive stocks rally

Tariff Cuts And US Investments Reframe TSMC Growth And Valuation Story

If You Invested $1000 In Vistra Stock 5 Years Ago, You Would Have This Much Today

Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal